In this episode, Trey and Yelisey break down the 10 rules of money, revealing practical strategies for building wealth and protecting your financial future. They explore the importance of generosity, living within your means, using debt wisely, and the power of consistency over time. You’ll walk away with a clearer vision of how to define wealth and create financial freedom that aligns with your values.
What you’ll learn in this episode:
(01:02) Why giving the first 10% of your income sets the foundation for purpose and financial success.
(04:42) The importance of spending less than you earn.
(09:51) How to avoid lifestyle creep by keeping housing and car payments under control.
(13:03) Why debt can be both a destructive burden and a valuable tool.
(17:09) How consistency and time in the market outperform attempts at timing investments.
(20:20) The value of knowing your financial freedom number.
(28:08) Why protecting your downside with insurance is critical for financial security.
(32:26) The importance of investing only in what you understand.
Learn more about Trey C. Peterson, Yelisey Kuts, and All Things Financial: https://atfwealth.com
Subscribe to the podcast:
Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696
Spotify: https://open.spotify.com/show/2iIDj87XpGTlEl9Qiu6wwi
YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1
Trey C. Peterson and Yelisey Kuts provide an extensive level of knowledge and service in areas concerning retirement strategies, including tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. A one-stop shop for all your retirement needs, visit https://atfwealth.com to learn more!
Have questions about retirement planning or other financial topics? Email Yelisey and Trey and your topic might be featured in a future episode! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
Schedule a meeting with us:
Trey C. Peterson: trey@atfwealth.com
Yelisey Kuts: yelisey@atfwealth.com
Phone: (612) 286-0580
Contact us: https://atfwealth.com/contact-us
Trey C. Peterson is a Retirement Planning Specialist with All Things Financial. Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership.
Yelisey Kuts is a Fiduciary Wealth Advisor with All Things Financial. He has a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey has taught classes on a wide range of retirement topics since 2015.
At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your...
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